Oct

30

Sprout: Management’s Hubris And New Evidence Drastically Bolster The Short Thesis

Time to revisit the original thesis from March 2023: 1)             Sprout’s 2023/2024 ARR guide is very aggressive considering

Oct 30, 2023

41 min read

Oct

26

Razor's Edge: Meta

Oct 26, 2023

1 min read

Oct

25

Razor's Edge: Vicor Post-Mortem

Oct 25, 2023

1 min read

Oct

23

Razor's Edge: Vicor Pre-Earnings

Oct 23, 2023

3 min read

Oct

19

Razor's Edge: Market Commentary Nflx/TSM/Tesla

Oct 19, 2023

3 min read

Oct

10

Razor's Edge: The GPT/GLP Market

Oct 10, 2023

5 min read

Oct

02

Razor's Edge: Meta Ai, Google vs Msft, Vicor

Oct 2, 2023

5 min read

Sep

28

Razor's Edge: Some Quick Sprout Thoughts

Sep 28, 2023

2 min read

Sep

21

Razor's Edge: Klaviyo KleptoPO, SaaS Value Doldrums, NFT Autopsy

Klaviyo IPO: A SaaS Short Highlight Reel It's been a while since we had a SaaS IPO and

Sep 21, 2023

5 min read

Sep

12

Razor's Edge: Nvda/Qcom/Commentary

Sep 12, 2023

1 min read